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Original filing (PDF)20251021133623NAL0000795267001
SUMMIT PLASTICS, INC.
Form 5500
FILING_RECEIVED
EMPLOYEE BENEFIT PLAN OF SUMMIT PLASTICS, INC.
Defined-contribution retirement plan
Active participants
276
Accounts w/ balance
216
Plan assets (EOY)
$19.1M
Net assets (EOY)
$19.1M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 45 bps in Schedule C fees — 56% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT PLASTICS, INC..
Plan sponsor
Name
SUMMIT PLASTICS, INC.
EIN
64-0850117
Address
107 S LAUREL ST · SUMMIT, MS · 39666
Phone
(601) 276-7500
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-21
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HORNE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $78K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. | — | SANTA MONICA, CA | FIDUCIARY ADVISOR | $9K | — |
Investments
33 direct securities · 1 pooled fund· $19.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$19.1M
33 holdings
Pooled Separate Account
$285K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Mutual of America MoA Clear Passage 2035 Fund | — | — | — | $2.9M | 15.3% | |
| Mutual of America MoA Equity Index Fund | — | — | — | $1.9M | 9.9% | |
| Mutual of America MoA Clear Passage 2030 Fund | — | — | — | $1.9M | 9.8% | |
| Mutual of America MoA Retirement Income Fund | — | — | — | $1.7M | 8.7% | |
| Mutual of America MoA Clear Passage 2045 Fund | — | — | — | $1.7M | 8.6% | |
| Mutual of America T. Rowe Price Blue Chip Growth I | — | — | — | $1.4M | 7.3% | |
| Mutual of America MoA Clear Passage 2040 Fund | — | — | — | $1.2M | 6.4% | |
| Mutual of America MoA Clear Passage 2025 Fund | — | — | — | $1.1M | 5.8% | |
| Mutual of America BlackRock Mid-Cap Growth Equity K | — | — | — | $772K | 4.0% | |
| Mutual of America Vanguard Treasury Money Market Investor | — | — | — | $747K | 3.9% | |
| Mutual of America MoA Clear Passage 2050 Fund | — | — | — | $605K | 3.2% | |
| Mutual of America MoA Mid Cap Equity Index Fund | — | — | — | $409K | 2.1% | |
| Mutual of America MoA Clear Passage 2055 Fund | — | — | — | $407K | 2.1% | |
| Mutual of America MFS Mid Cap Value R6 | — | — | — | $366K | 1.9% | |
| Mutual of America Dodge & Cox Stock | — | — | — | $347K | 1.8% | |
| Mutual of America MoA Clear Passage 2060 Fund | — | — | — | $321K | 1.7% | |
| Mutual of America MoA Small Cap Equity Index Fund | — | — | — | $296K | 1.5% | |
| INVESTCO STABLE VALUE TRUST A1 MUTUAL OF AMERICA · EIN 84-1142974 / PN 002 | Pooled Separate Account | — | — | $285K | 1.5% | |
| Mutual of America Victory RS Small Cap Growth R6 | — | — | — | $232K | 1.2% | |
| Mutual of America Invesco Stable Value Trust A1 | — | — | — | $158K | 0.8% | |
| Mutual of America Vanguard International Growth Adm | — | — | — | $152K | 0.8% | |
| Reliance Trust Stable Value Fund- Metlife * Mutual of America Series 25053 Class 0 | — | — | — | $125K | 0.7% | |
| Mutual of America Vanguard Total Bond Market Index Adm | — | — | — | $101K | 0.5% | |
| Mutual of America MoA Clear Passage 2065 Fund | — | — | — | $75K | 0.4% | |
| Mutual of America PIMCO Real Return Instl | — | — | — | $67K | 0.4% | |
| Mutual of America Loan Fund | — | — | — | $41K | 0.2% | |
| Mutual of America Vanguard Real Estate Index Admiral | — | — | — | $26K | 0.1% | |
| Mutual of America American Funds New World R6 | — | — | — | $21K | 0.1% | |
| Mutual of America MoA Clear Passage 2020 Fund | — | — | — | $20K | 0.1% | |
| Mutual of America Calvert International Responsible Idx R6 | — | — | — | $20K | 0.1% | |
| Mutual of America Delaware Small Cap Value R6 | — | — | — | $12K | <0.1% | |
| Mutual of America Calvert US Large Cap Core Rspnb Idx R6 | — | — | — | $4K | <0.1% | |
| Mutual of America Calvert Small-Cap R6 | — | — | — | $2K | <0.1% | |
| Mutual of America Calvert Bond R6 | — | — | — | $1K | <0.1% |